Pensions & Investments Advisor Complaints

$278 yearly
  • CV Library
  • Nationwide
  • Mar 22, 2024
Contract Status: Capital-Backed

Job Description

A Big 4 Consultancy is seeking a Pensions & Investments Advisor Complaints on a contract basis to work remotely. The Pensions & Investments Advisor Complaints will be working as part of a high-quality team helping a major financial service provider as part of a Pensions and Investments Workstream. This role would suit someone with financial advising, financial planning experience with good pensions and investments product knowledge. Complaints experience will be trained if you have not worked in a remediation setting before. Experience/Skills Required: * Extensive financial planning, advising, case reviewing/complaints handling experience * Experience of dealing with customers in a regulated environment (Pensions and Investments is a MUST) * Ability to demonstrate decision making using a holistic approach * PC skills (Word and Excel) * Strong literacy / numeracy * Excellent attention to detail and accuracy * Ability to work to demanding deadlines (workflow & time management) * Ability to attain and maintain specified quality and production targets * Ability to work independently & as part of a rapidly changing team * Demonstrate an ability to work with honesty, integrity and trustworthiness * Maintain high standards of professionalism and competence * Good communication skills * Good letter writing skills * Good telephony skills Key products that the complaint handlers will be supporting with are; * Pensions – predominantly SIPP wrappers containing underlying funds – in both accumulation and decumulation phases. * OEICs – both ISA and non-ISA * Investment Bonds * Potentially there could also be complaints related to: I. Venture capital products such as VCTs and EIS schemes II. DB pension transfer advice. Please note that if you hold a Lv 4 qualification the day rate will be £250 Umbrella. Pensions & Investments Advisor Complaints In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Working Hours

Full Time

Salary by Currency

This role in US Dollars has a minimum of $278 to a maximum of $278. In British Pounds it has a minimum of £220 to a maximum of £220. In Australian Dollars it has a minimum of $423 to a maximum of $423.


Planning Budgeting and Forecasting

This course teaches you how to master the business planning and strategy creation the budgeting process creating investment cases building financial models allocating capital monitoring budgets and managing outcomes.

For more information visit: Courses Overview

Best Practice Financial Modelling

This course teaches you the fundamentals of good modelling practice including the spreadsheet life cycle the FAST Standard the Calculation Block Flags and Factors how to review models and SMART Guidelines for financial modelling.

For more information visit: Courses Overview

Soft Skills

Research shows that soft skills contribute towards 80% of your career success and this is arguably even more the case for finance leaders. This course teaches you how the best finance leaders communicate effectively with their team build bridges between each department and develop trusted relationships with key stakeholders.

For more information visit: Courses Overview